Financial Professional

If this describes you, consider joining New York Life as a Financial Professional.

We are seeking individuals who are:

• Motivated to make a positive impact in the community
• Driven to grow personally and professionally
• Committed to serving clients long-term
• Comfortable operating in a performance-based role
• Interested in developing business and financial expertise

• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

• Strong interpersonal and communication skills
• Self-motivated with strong organizational abilities
• Ability to build long-term client relationships
• Business mindset and goal-oriented approach
• High school diploma required; bachelor’s degree preferred
• Ability to obtain required Louisiana Life & Health licenses
• FINRA registrations may be required depending on the role’s responsibilities

Employment is contingent upon background review and satisfaction of licensing requirements.

$120,555 per year.